If you wish to manually add your customers in to the L&Z portal the steps below will show you on how to add a new customer.
- Once you have logged in to the portal click on to Direct Debits at the top of the screen.
- One the left hand menu click on to Customers and then Add a New Customer.
- You will now be presented with the Add Customer screen as shown below.
- Any items marked with a red Astrex would be compulsory to be entered this would include:
DDI Reference* Must be between 6-10 characters, can be either all numeric, all alpha or mixture of both. No spaces or punctuation.
- Customer Account Name
- Sort Code
- Account Number
- Debit Name – Limited to 18 Characters
- Contact Name
- Depending on how your group has been set up.
- Email Address
- Postal Address
- Once filled in it will look like the following;
- Once you have checked all the detail please click on 'Add Customer' at the bottom of your screen.
The customer will now be added and you will now be able to set up collection schedules.
* DDI Reference once the Add Customer has been selected this reference cannot be changed and will remain in place. If you require to change this reference you will need to set up a new customer, with the new reference.
When the customer has been added, if your group has been set up with the confirmation of account setup notifications, these will be emailed to the customer. If an email address has been added for Free of charge. If there is no email address, this will be then posted to the customer, which is a chargeable service.
If you have any further questions, please do not hesitate to contact our customer services team via email at customer.services@landz.co.uk